First Republic Adds Wealth Management Team in Florida
January 16 2020 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced the addition of a
six-member team of wealth managers to First Republic Investment
Management in South Florida.
Salvatore A. Tiano, John Emery Smyth, Louis J. Ventura, and
Daniel Tumba were each named Managing Director and Wealth Manager.
Jason O’Brien and Gregory P. Saville were named Vice President and
Wealth Manager.
Based in Jupiter, Florida, the team will provide investment
management, retirement planning, investment consulting and other
wealth management services to individuals, families, nonprofits and
private family foundations.
“First Republic is very pleased to welcome this team of highly
experienced wealth managers,” said Bob Thornton, President of First
Republic Private Wealth Management. “The addition of this
successful group of wealth professionals further expands our
capabilities in South Florida and will allow us to introduce more
clients to First Republic’s unique brand of exceptional client
service.”
Tiano has more than 30 years of wealth management experience.
Prior to joining First Republic, he was a Managing Director and
Portfolio Manager at J.P. Morgan Securities. He began his career at
Drexel Burnham and works with clients to provide comprehensive
financial planning to families, businesses and entrepreneurs. Tiano
is on the Board of Trustees of Jupiter Medical Center and serves on
the boards of Maltz Jupiter Theatre and The Benjamin School. He
also serves on the Planned Giving Council for Place of Hope, and
founded the Jimmy Martello Foundation. Tiano earned a bachelor’s
degree in Economics from Dartmouth College. He is also the author
of Structural Alpha: Building and Maintaining An Elite Wealth
Management Practice.
Smyth has more than 25 years of wealth management experience.
Prior to joining First Republic, he was an Executive Director and
Portfolio Manager at J.P. Morgan Securities. He began his career at
the Chicago Board of Trade and works with clients to develop
comprehensive wealth planning and asset allocation strategies.
Smyth serves on the board of the University of Miami’s Frost School
of Music. He is Vice Chairman of Choate Rosemary Hall Alumni
Association’s executive committee and is also Chairman of the
school’s Annual Fund. Smyth is a Honda Classic Ambassador and an
investment committee member of the Lost Tree Village Charitable
Foundation. He earned a bachelor’s degree from Northwestern
University.
Ventura has more than 45 years of financial services experience.
Prior to joining First Republic, he was a Managing Director at J.P.
Morgan Securities. Prior to that, he was a Managing Director and
Head Trader on Paine Webber’s Municipal Trading Desk. Earlier in
his career, Ventura was Head of the Municipal Trading Desk for J.P.
Morgan Private Bank, J.P. Morgan Securities and J.P. Morgan Private
Wealth Management. He works with clients to implement and manage
fixed income strategies. Ventura has served as a volunteer at
Memorial Sloan-Kettering’s Pediatric Cancer Center for the past 21
years and also volunteers at The Hole in The Wall Gang Camp. He
earned a Bachelor of Business Administration degree from Baruch
College.
Tumba has more than 12 years of wealth management experience.
Prior to joining First Republic, he was an Executive Director and
Portfolio Manager at J.P. Morgan Securities, and he began his
career at JP Morgan Chase & Co. Tumba works with clients to
develop comprehensive wealth planning strategies with a special
emphasis in business transition planning. He serves on the Board of
Directors of the Greater Palm Beach Chapter of the Juvenile
Diabetes Research Foundation and was a founding member of the Sven
Tumba Education Fund. Tumba earned a bachelor’s degree from the
University of Florida. He holds several professional designations,
including Chartered Financial Analyst®, Certified Investment
Management Analyst®, Certified Private Wealth Advisor® and is a
CERTIFIED FINANCIAL PLANNERTM professional.
O’Brien has more than 15 years of wealth management experience.
Prior to joining First Republic, he was a Vice President at J.P.
Morgan Securities. He works with clients to provide comprehensive
financial planning with an emphasis in business transition
planning. Earlier in his career, O’Brien worked for Wachovia (now
Wells Fargo) and HSBC. He earned a Bachelor of Business
Administration degree from Florida Atlantic University. O’Brien is
a CERTIFIED FINANCIAL PLANNERTM professional and a Chartered
Retirement Plans SpecialistSM.
Saville has more than seven years of financial services
experience. Prior to joining First Republic, he was an Investment
Associate at J.P. Morgan Securities. Before that, he was a
Portfolio Analyst at EJF Capital. Saville earned a bachelor’s
degree from Wake Forrest University and an MBA from the College of
William and Mary.
To learn more about First Republic Private Wealth Management,
click here. To see our growing team of wealth management
professionals, click here.
About First Republic
Bank
Founded in 1985, First Republic and its subsidiaries offer
private banking, private business banking and private wealth
management, including investment, trust and brokerage services.
First Republic specializes in delivering exceptional,
relationship-based service and offers a complete line of products,
including residential, commercial and personal loans, deposit
services, and wealth management. Services are offered through
preferred banking or wealth management offices primarily in San
Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach and
San Diego, California; Portland, Oregon; Boston, Massachusetts;
Palm Beach, Florida; Greenwich, Connecticut; New York, New York;
and Jackson, Wyoming. First Republic is a constituent of the
S&P 500 Index and KBW Nasdaq Bank Index. For more information,
visit firstrepublic.com.
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